Chad Wilkinson

Chad Wilkinson Email and Phone Number

President @ Valiant Retire Inc.
Parish, NY, US
Chad Wilkinson's Location
Parish, New York, United States, United States
Chad Wilkinson's Contact Details
About Chad Wilkinson

Experienced Retirement Planning professional with a demonstrated history of designing and implementing large group and institutional retirement plans. Specializing in 401(k) and 403(b) plans with emphasis on the administration and advising on employee benefit plans. Skilled in all areas of 401(a)/401(k) compliance, investment advisor oversight and marketing support for plan design and documentation; as well as fiduciary oversight and supervision of staffs in the preparation and review of defined benefit plans. Strong leadership skills combined with excellent communication abilities that promote teamwork across all levels within an organizationValiant Retire Advisors, LLC.Email: cwilk@valiantadv.comPhone: 888-958-4979 ext. 1053454 State Route 69, Parish, NY 13131The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's Broker Check for a list of current registrations.Please review our Terms of Use: www.commonwealth.com/termsofuse.html.Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Chad Wilkinson's Current Company Details
Valiant Retire Inc.

Valiant Retire Inc.

View
President
Parish, NY, US
Employees:
3
Chad Wilkinson Work Experience Details
  • Valiant Retire Inc.
    President
    Valiant Retire Inc.
    Parish, Ny, Us
  • Valiant Retire Advisors, Llc
    Managing Member
    Valiant Retire Advisors, Llc Sep 2023 - Present
  • Valiant Retire Inc.
    President
    Valiant Retire Inc. Aug 2021 - Present
  • P&A Group
    Director Of Retirement Plan Sales
    P&A Group Nov 2011 - Aug 2021
  • The Partners
    Retirement Plans
    The Partners 2009 - 2011
    .
  • Ing
    Client Relations Manager
    Ing 2001 - 2009

Chad Wilkinson Skills

401k Retirement Planning Retirement Employee Benefits Investments Mutual Funds Defined Benefit Asset Allocation Benefits Administration Profit Sharing Qualified Retirement Plans

Chad Wilkinson Education Details

Frequently Asked Questions about Chad Wilkinson

What company does Chad Wilkinson work for?

Chad Wilkinson works for Valiant Retire Inc.

What is Chad Wilkinson's role at the current company?

Chad Wilkinson's current role is President.

What is Chad Wilkinson's email address?

Chad Wilkinson's email address is wi****@****min.com

What is Chad Wilkinson's direct phone number?

Chad Wilkinson's direct phone number is +131541*****

What schools did Chad Wilkinson attend?

Chad Wilkinson attended State University Of New York At Oswego.

What skills is Chad Wilkinson known for?

Chad Wilkinson has skills like 401k, Retirement Planning, Retirement, Employee Benefits, Investments, Mutual Funds, Defined Benefit, Asset Allocation, Benefits Administration, Profit Sharing, Qualified Retirement Plans.

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